Updated
Monthly statements for Cash Accounts
To view or download your monthly statements, log in to our website and navigate to Documents.
Accounts without checking features
If you don’t have checking features, you’ll receive one Cash Account statement each month. The statement covers the calendar month and includes all your transactions for that month.
Accounts with checking features
If you have an Individual or Joint Cash Account with checking features, you’ll receive two Cash Account statements each month. One statement comes from us, and the other statement comes from our partner Green Dot Bank, Member FDIC.
Note: Your Categories, and any transfer activity related to them, will not appear in your statements.
1. Cash Account Statement from Wealthfront
This covers the calendar month and includes:
• Interest payments
• ACH transfers initiated on our app or website
• ACH transfers initiated by external institutions using your UMB routing and account numbers
• Transfers between your Wealthfront accounts
• Wire transfers
• Cash sweeps (this money movement happens behind the scenes and doesn’t affect your balance or cash availability)
2. Cash Account Statement from Green Dot Bank
This covers a 30-day rolling period and includes:
• Debit card transactions
• Direct deposits
• ACH transfers initiated by external institutions using your Green Dot routing and account numbers (only applicable to Individual Cash Accounts opened before July 15, 2025)
• Cash sweeps (this money movement happens behind the scenes and doesn’t affect your balance or cash availability)
Why two statements?
We’ve partnered with Green Dot Bank, Member FDIC, to bring you certain checking features. For regulatory reasons, we’re both required to send you monthly statements.
The Cash Account is offered by Wealthfront Brokerage LLC ("Wealthfront Brokerage"), Member of FINRA/SIPC. Neither Wealthfront Brokerage nor any of its affiliates are a bank, and the Cash Account itself is not a deposit account.
Wealthfront Brokerage has partnered with Green Dot Bank to offer certain checking features including The Wealthfront Visa® Debit Card, send a check, and mobile check deposits to Wealthfront Cash Accounts. The Wealthfront Visa® Debit Card is issued by Green Dot Bank, Member FDIC, pursuant to a license from Visa USA Inc. Visa is a registered trademark of Visa International Service Association. Green Dot Bank also offers certain Wealthfront Cash Accounts account & routing numbers which support additional checking features including bill pay, direct deposits, and payments through third-party sites. The checking features provided by Green Dot Bank for Wealthfront Cash Accounts are subject to identity verification by Green Dot Bank and the Wealthfront Visa® Debit Card is optional and must be requested. Green Dot Bank operates under the following registered trade names: GO2bank, GoBank and Bonneville Bank. All of these registered trade names are used by, and refer to, a single FDIC-insured bank, Green Dot Bank. Deposits under any of these trade names are deposits with Green Dot Bank and are aggregated for deposit insurance coverage. Wealthfront brokerage and advisory services are not affiliated with Green Dot Bank.
Wealthfront Brokerage has established a relationship with UMB Bank, National Association (“UMB Bank”), Member FDIC, which may allow certain Wealthfront Cash Accounts to opt-in to a limited-purpose account number and UMB Bank routing and transit number which will enable certain withdrawals and deposits into Wealthfront Cash Accounts including bill pay, direct deposits, and payments through third-party sites through the Automated Clearing House network. Wealthfront brokerage and advisory services are not affiliated with UMB Bank.
The information contained in this communication is provided for general informational purposes only, and should not be construed as investment or tax advice. Nothing in this communication should be construed as a solicitation or offer, or recommendation, to buy or sell any security. Any links provided to other server sites are offered as a matter of convenience and are not intended to imply that Wealthfront Advisers or its affiliates endorses, sponsors, promotes and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites, unless expressly stated otherwise.
Wealthfront Brokerage is a wholly-owned subsidiary of Wealthfront Corporation.
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